Build a stronger IT services business with reporting you can actually rely on
I help businesses understand their numbers, rebuild financial models and reporting, and have a helicopter view over cash flow, margins, and performance - without the cost of a full-time CFO.
The clarity problem most IT founders never talk about.
You need confidence in your numbers
Revenue is growing, but when someone asks "are we actually profitable?" the honest answer is a guess.
Reporting takes too long and is hard to rely on
Month-end drags on for weeks, and by the time the numbers arrive, nobody fully trusts them anyway.
Forecasts and budgets are not helping you make better decisions
The budget was built once, broke quickly, and now lives in a spreadsheet nobody opens before deciding anything.
You lack clear visibility into what is actually driving profit
Some clients, projects and services make you money. Some quietly lose it. Right now you cannot tell which is which.
After working together, you will have:
- ✓Clear financial models you can trust
- ✓A better understanding of profitability and how to improve it
- ✓Faster, more structured reporting you can rely on
- ✓Better control over cash flow
- ✓Confidence in your business decisions
I help you understand what drives profit - and what needs fixing.
I rebuild the core financial systems your business runs on. That means creating reliable models, simplifying reporting, and giving you a clear view of what really matters - performance, cash flow, and profitability.
Financial Modelling
Rebuild your financial model so it reflects how your business actually makes money - and can be relied on for decision-making.
Budgeting & Forecasting
Build realistic budgets and forecasts that help you focus on what matters most.
Process Automation
Replace manual reporting with meaningful, easy-to-follow financial models that give you results with a click of a button.
Financial Reporting
Turn meaningless reports into clear, decision-ready insights you can rely on.
Performance Analysis
See where profit is gained or lost - by product, service, or customer.
Cash Flow & Planning
Be confident in your cash flow and never run out of money.
The goal is not better spreadsheets. The goal is a more profitable, better-controlled business.
Book a Free 30-Min CallBuilding a strong financial function.
A structured, practical approach to rebuilding your financial models and reporting. From initial assessment to full handover, the focus is on creating systems your team can rely on.
Assessment
We start with a conversation to identify gaps in your models, reporting, and financial visibility.
Design
I define a cleaner, more reliable financial setup for your business, including the KPIs that matter most.
Build & Implement
I rebuild your financial models and reporting from the ground up - ensuring accuracy, clarity, and usability.
Handover & Support
Your team gets reporting and systems they can understand, use, and maintain without depending on one person.
Three ways to fix your finance function.
Each one is built for a specific stage. Most clients start with the Diagnostic.
Financial Clarity Diagnostic
- Review of your P&L, budget, forecast and reporting setup
- Financial Clarity Report: key gaps and what good looks like
- 30-60 day priority roadmap
- Walkthrough call to take you through it all
Financial Infrastructure Build
- Reporting stack fixed and simplified
- Robust financial models built around how you make money
- Dashboards or BI reporting
- Forecasting that actually gets used
- Scalable finance infrastructure your team can maintain
Fractional CFO Partnership
- Ongoing strategic finance support
- Reconciled numbers and better business visibility
- Regular insights on margins, cash and performance
- Better pricing, hiring and growth decisions
Hey, I'm Roman!
I've spent 20+ years in FP&A, financial modelling and business partnering across technology, IT services, retail, pharma, construction and financial services.
I started this practice because I kept seeing the same problem: good businesses working hard, growing revenue, but still not fully trusting their numbers.
My work is simple: I help CEOs and Founders rebuild the financial structure behind the business, so they can see what's driving profit, where cash is going, and what decisions need to be made next.
- ✓20+ years in corporate FP&A
- ✓FCCA qualified finance professional
- ✓Focused on IT services and cloud solutions businesses
- ✓Built financial models trusted by CFOs and CEOs at SoftwareOne, Woolworths, MSD, Servier, First American, YMCA and others
- ✓Specialist in Excel, Power Query, Power Pivot and automation
Trusted by the people who've seen the work.
"Roman provided valuable inputs to manage the company's P&L through the global financial crisis - pricing, volumes, distributor agreements and cost efficiencies. A strong partner with a rigorous view on financial performance."
Performance exceeded external benchmarks
"Roman is an outstanding collaborator and communicator. He excels at data analysis, reporting and business planning tied to data-driven decisions. I highly recommend Roman."
Integrity · Pace · Data-driven decisions
"Roman consistently delivered strong commercial value. He brings a highly positive commercial mindset and a clear ability to translate insights into data-driven decisions. I have no hesitation in recommending him."
Years of commercial value delivered
"A true partner to the business - he uses financial insight to shape decisions, not just report on them. His use of AI and automation elevates conversations from hindsight to forward-looking, decision-ready guidance."
AI-enabled · Forward-looking · Trusted
"Over several years I found Roman to be diligent, detailed and easily approachable, with a strong understanding of our business and our systems."
Trusted across several years
"A key driver of elevating our commercial insight and decision-making. Roman built our FP&A dashboards and turned complex financial data into clear, actionable insights for senior stakeholders."
Managed Roman directly
"Roman brought structure and clarity to our financial data during a complex acquisition, establishing reporting that became a trusted reference point for teams across the region."
Trusted reporting across ANZNot sure where your financial blind spots are?
Take the free Financial Clarity Scorecard. 12 questions, 5 minutes. Get a clear picture of exactly where your financial infrastructure is breaking down.
Let's talk about your numbers.
Not sure if this is right for you? Book a free 30-minute discovery call to understand your current state. Just a straight conversation about where your financial clarity is breaking down and what it would take to fix it.
If you do not know your numbers, you cannot fully run your business.
If you value your time, want to get clarity on your numbers and improve your profitability, it is time to fix the financial foundation of your business.
Book a Free 30-Min Call